RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Thetford Investment Management, Inc.
RIAAUM $53.8MTEAM 2REPS 2
Intrepid Wealth Partners, LLC
RIAAUM $53.8MTEAM 1REPS 1
CF Financial
RIAFort Worth, TX
AUM $53.8MTEAM 1REPS 1
A & L Financial Services, LLC
RIAAUM $53.7MTEAM 3REPS 3
Amherst Financial Group, LLC
RIAAmherst, NH
AUM $53.7MTEAM 3REPS 2
Intellivest Wealth Management
RIABoiling Springs, SC
AUM $53.7MTEAM 2REPS 3
GEN Y Planning
RIAAUM $53.7MTEAM 2REPS 2
Wealth Solutions, Inc.
RIAThe Woodlands, TX
AUM $53.7MTEAM 3REPS 1
Thome Financial
RIABellevue, WA
AUM $53.7MTEAM 1REPS 1
Planful Finance LLC
RIALake Oswego, OR
AUM $53.7MTEAM 2REPS 2
3 Peaks Financial
RIAAmmon, ID
AUM $53.6MTEAM 3REPS 2
MRM Group
RIASaint Louis, MO
AUM $53.6MTEAM 3REPS 1
World Class Unlimited, Inc.
RIAOverland Park, KS
AUM $53.6MTEAM 1REPS 3
Genesis Wealth Management
RIAEast Alton, IL
AUM $53.6MTEAM 4REPS 4
RX Investment Solutions LLC
RIAAUM $53.6MTEAM 1REPS 1
Impact Investment Strategies, Inc
RIAAUM $53.6MTEAM 1REPS 1
Duckett Wealth Management
RIAIrvine, CA
AUM $53.6MTEAM 2REPS 2
Dwyer Financial, LLC
RIAFlagstaff, AZ
AUM $53.6MTEAM 2REPS 2
Beacon Hill Private Wealth LLC
RIASummit, NJ
AUM $53.5MTEAM 1REPS 1
Saliba Asset Management L.L.C.
RIAHuntsville, AL
AUM $53.5MTEAM 2REPS 1
Infinity Credit Advisory, LLC
RIAAtlanta, GA
AUM $53.5MTEAM 1REPS 7
Advowealth Advisors, LLC
RIAReno, NV
AUM $53.5MTEAM 2REPS 2
Essential Investing
RIAPhoenix, AZ
AUM $53.5MTEAM 3REPS 3
Poehls Associates LLC
RIAAUM $53.5MTEAM 1REPS 1
Other AUM ranges
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